Legacy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  "RGEN",
  "SPSC",
  "TREX",
  "APPF",
  "VRNS",
  "NVR",
  "MQ",
  "KTOS",
  "MORN",
  "CBLL",
  "AES",
  "AORT",
  "GIL",
  "RBC",
  null,
  "AVAV",
  "SMCI",
  "MU",
  "MPLX",
  "ACN",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "NNE",
  "ALL",
  "GOOGL",
  "AVT",
  "STAA",
  "AXP",
  "AIG",
  "ASML",
  "T",
  "BILI",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "WRB",
  "BSX",
  "CRS",
  "CCI",
  "COF",
  "CMI",
  "LMB",
  "JOYY",
  "DUK",
  "D",
  "NICE",
  "NINE",
  "PFS",
  "RYAAY",
  "QFIN",
  "FERG",
  "AUPH",
  "GD",
  "GILD",
  "HLT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "FULT",
  "QCOM",
  null,
  "ISRG",
  "HUBS",
  "LEN",
  "ITW",
  "GSIE",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  null,
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  "SANG",
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "MPC",
  "SEED",
  "PPSI",
  "MMC",
  "MRVL",
  "MA",
  "RAMP",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NEOG",
  "NDAQ",
  "EQIX",
  "EXC",
  "FICO",
  "GE",
  "GTLB",
  "GWRE",
  "GRFS",
  "HES",
  "ORLY",
  "ICLR",
  "SMR",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "GBDC",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KB",
  "AMGN",
  "DGX",
  "REGN",
  "ROK",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "ROP",
  "O",
  "ROST",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "UBER",
  "UPS",
  "VO",
  "MET",
  "VV",
  "RCL",
  "PHR",
  "SCHW",
  "MNST",
  "WEAV",
  "IWV",
  "NJR",
  "PRMB",
  "VIG",
  "TRGP",
  "TOST",
  "NPWR",
  "ULTA",
  "IWO",
  "GMED",
  "TSM",
  "GPN",
  "RMD",
  "CHPT",
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  null,
  "K",
  "EW",
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "SEIC",
  "ADSK",
  "AON",
  "GM",
  "ACGL",
  "AFL",
  "APH",
  "AMD",
  "VFC",
  "SDY",
  "FI",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "WEX",
  "OPCH",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CGNT",
  "ENVA",
  "FIGS",
  "EVLV",
  "HLVX",
  "PAC",
  "OMAB",
  null,
  "KRNT",
  "IDXX",
  null,
  "PEG",
  "FDS",
  "DHI",
  "AMZN",
  "MSI",
  "NEA",
  "IVE",
  "HCA",
  "HIMS",
  "BEKE",
  "HBAN",
  "RGA",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "MGK",
  "VXUS",
  "VGLT",
  "VTEB",
  "BND",
  "VT",
  "VB",
  "VOO",
  "VERX",
  "VTV",
  "VEEV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WMB",
  "XMTR",
  "WDAY",
  "YUM",
  "GNTX",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  "JHX",
  "JD",
  "MSCI",
  "MTZ",
  "JKHY",
  "NSC",
  "KEY",
  "RDY",
  "KDP",
  "MKL",
  "SO",
  "STBA",
  "PPL",
  "CRM",
  "RBLX",
  "SCI",
  "TDY",
  "SYY",
  "SPOT",
  null,
  "MANH",
  "CMPR",
  "GEV",
  "MELI",
  "MCK",
  null,
  "GWW",
  "NUE",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "KMB",
  "ADP",
  "AZO",
  "AZTA",
  "BAC",
  "BMO",
  "BRK-B",
  "BDX",
  "BSY",
  "BLKB",
  "TECH",
  "BA",
  "BAH",
  "BMY",
  "BR",
  "CACI",
  "CDNS",
  "CARR",
  "CBRE",
  "CDW",
  "CNP",
  "CRNC",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CME",
  "KO",
  "CGNX",
  "CNO",
  "CMCSA",
  "CL",
  "COP",
  "CVLT",
  "STZ",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "CTVA",
  "CSGP",
  "BAP",
  "CRWD",
  "CVS",
  "CYBR",
  "DHR",
  "DDOG",
  "DE",
  "DSGX",
  "FANG",
  "DXCM",
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "VOD",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 432
Total Value: 966247243
Accession Number: 0001667731-25-000489
Form Type: 13F-HR
CIK: legacy-advisors
Manager Name: Legacy-Advisors

Data Enrichment

95% identified

409 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

432 positions • $966.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 22

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T-Mobile US, Inc.

TMUS|872590104

Shares:2.5K

Value:$667.6K

% of Portfolio:0.1% ($667.6K/$966.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.8K

Value:$656.7K

% of Portfolio:0.1% ($656.7K/$966.2M)

Paycom Software, Inc.

PAYC|70432V102

Shares:3.0K

Value:$653.9K

% of Portfolio:0.1% ($653.9K/$966.2M)

EXELON CORP

EXC|30161N101

Shares:14.1K

Value:$649.4K

% of Portfolio:0.1% ($649.4K/$966.2M)

BlackRock, Inc.

BLK|09290D101

Shares:684

Value:$647.4K

% of Portfolio:0.1% ($647.4K/$966.2M)

WEX Inc.

WEX|96208T104

Shares:4.1K

Value:$642.2K

% of Portfolio:0.1% ($642.2K/$966.2M)

General Motors Co

GM|37045V100

Shares:13.6K

Value:$641.1K

% of Portfolio:0.1% ($641.1K/$966.2M)

Option Care Health, Inc.

OPCH|68404L201

Shares:390

Value:$637.2K

% of Portfolio:0.1% ($637.2K/$966.2M)

381430503

GSLC|381430503

Shares:17.7K

Value:$631.1K

% of Portfolio:0.1% ($631.1K/$966.2M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.3K

Value:$623.0K

% of Portfolio:0.1% ($623.0K/$966.2M)

ONEOK INC /NEW/

OKE|682680103

Shares:6.3K

Value:$622.8K

% of Portfolio:0.1% ($622.8K/$966.2M)

LAM RESEARCH CORP

LRCX|512807306

Shares:9.7K

Value:$617.5K

% of Portfolio:0.1% ($617.5K/$966.2M)

HUBSPOT INC

HUBS|443573100

Shares:1.1K

Value:$614.7K

% of Portfolio:0.1% ($614.7K/$966.2M)

Gildan Activewear Inc.

GIL|375916103

Shares:13.7K

Value:$609.3K

% of Portfolio:0.1% ($609.3K/$966.2M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.2K

Value:$598.7K

% of Portfolio:0.1% ($598.7K/$966.2M)

GE Vernova Inc.

GEV|36828A101

Shares:1.9K

Value:$589.5K

% of Portfolio:0.1% ($589.5K/$966.2M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:1.6K

Value:$586.1K

% of Portfolio:0.1% ($586.1K/$966.2M)

Elevance Health, Inc.

ELV|036752103

Shares:1.3K

Value:$585.0K

% of Portfolio:0.1% ($585.0K/$966.2M)

81369Y605

Shares:11.7K

Value:$582.3K

% of Portfolio:0.1% ($582.3K/$966.2M)

Cerence Inc.

CRNC|156727109

Shares:73.3K

Value:$578.7K

% of Portfolio:0.1% ($578.7K/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
T-Mobile US, Inc.(TMUScusip872590104)	2.5K	QoQ +9.68% (+221) YoY +54.98% (+888)	All Managers (Combined)	$667.6K	0.1% ($667.6K/$966.2M)	QoQ +32.53% (+$163.9K) YoY +153.25% (+$404.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.8K	QoQ +39.07% (+2.2K) YoY NEW(+7.8K)	All Managers (Combined)	$656.7K	0.1% ($656.7K/$966.2M)	QoQ +55.19% (+$233.6K) YoY NEW(+$656.7K)
Paycom Software, Inc.(PAYCcusip70432V102)	3.0K	QoQ -0.86% (-26) YoY +6.47% (+182)	All Managers (Combined)	$653.9K	0.1% ($653.9K/$966.2M)	QoQ +5.67% (-$35.1K) YoY +16.89% (+$94.5K)
EXELON CORP(EXCcusip30161N101)	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$649.4K	0.1% ($649.4K/$966.2M)	QoQ NEW(+$649.4K) YoY NEW(+$649.4K)
BlackRock, Inc.(BLKcusip09290D101)	684	QoQ +5.06% (-33) YoY NEW(+684)	All Managers (Combined)	$647.4K	0.1% ($647.4K/$966.2M)	QoQ -2.99% (-$20.0K) YoY NEW(+$647.4K)
WEX Inc.(WEXcusip96208T104)	4.1K	QoQ -21.64% (-1.1K) YoY NEW(+4.1K)	All Managers (Combined)	$642.2K	0.1% ($642.2K/$966.2M)	QoQ -29.82% (-$273.0K) YoY NEW(+$642.2K)
General Motors Co(GMcusip37045V100)	13.6K	QoQ +0.87% (-118) YoY +158.35% (+8.4K)	All Managers (Combined)	$641.1K	0.1% ($641.1K/$966.2M)	QoQ -10.94% (-$78.8K) YoY +167.92% (+$401.8K)
Option Care Health, Inc.(OPCHcusip68404L201)	390	QoQ NEW(+390) YoY NEW(+390)	All Managers (Combined)	$637.2K	0.1% ($637.2K/$966.2M)	QoQ NEW(+$637.2K) YoY NEW(+$637.2K)
(GSLCcusip381430503)	17.7K	QoQ +1.83% (-320) YoY -2.17% (-395)	All Managers (Combined)	$631.1K	0.1% ($631.1K/$966.2M)	QoQ -68.63% (-$1.4M) YoY -66.55% (-$1.3M)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.3K	QoQ +3.95% (-49) YoY -25.47% (-440)	All Managers (Combined)	$623.0K	0.1% ($623.0K/$966.2M)	QoQ -5.47% (-$36.1K) YoY -17.71% (-$134.1K)
ONEOK INC /NEW/(OKEcusip682680103)	6.3K	QoQ +157.14% (+3.8K) YoY NEW(+6.3K)	All Managers (Combined)	$622.8K	0.1% ($622.8K/$966.2M)	QoQ +154.06% (+$377.6K) YoY NEW(+$622.8K)
LAM RESEARCH CORP(LRCXcusip512807306)	9.7K	QoQ +10.52% (-926) YoY NEW(+9.7K)	All Managers (Combined)	$617.5K	0.1% ($617.5K/$966.2M)	QoQ -3.09% (-$19.7K) YoY NEW(+$617.5K)
HUBSPOT INC(HUBScusip443573100)	1.1K	QoQ +0.18% (-2) YoY -20.23% (-273)	All Managers (Combined)	$614.7K	0.1% ($614.7K/$966.2M)	QoQ -17.85% (-$133.6K) YoY -27.27% (-$230.5K)
Gildan Activewear Inc.(GILcusip375916103)	13.7K	QoQ +0.26% (-36) YoY -21.04% (-3.7K)	All Managers (Combined)	$609.3K	0.1% ($609.3K/$966.2M)	QoQ -5.28% (-$34.0K) YoY -6.00% (-$38.9K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.2K	QoQ +1.38% (+57) YoY +5.64% (+223)	All Managers (Combined)	$598.7K	0.1% ($598.7K/$966.2M)	QoQ +9.97% (+$54.3K) YoY +17.18% (+$87.8K)
GE Vernova Inc.(GEVcusip36828A101)	1.9K	QoQ +28.22% (+425) YoY NEW(+1.9K)	All Managers (Combined)	$589.5K	0.1% ($589.5K/$966.2M)	QoQ +19.00% (+$94.1K) YoY NEW(+$589.5K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	1.6K	QoQ -2.08% (-34) YoY NEW(+1.6K)	All Managers (Combined)	$586.1K	0.1% ($586.1K/$966.2M)	QoQ -17.47% (-$124.1K) YoY NEW(+$586.1K)
Elevance Health, Inc.(ELVcusip036752103)	1.3K	QoQ +12.08% (+145) YoY +25.00% (+269)	All Managers (Combined)	$585.0K	0.1% ($585.0K/$966.2M)	QoQ +32.15% (+$142.3K) YoY +4.85% (+$27.1K)
(cusip81369Y605)✕	11.7K	QoQ +11.43% (+1.2K) YoY NEW(+11.7K)	All Managers (Combined)	$582.3K	0.1% ($582.3K/$966.2M)	QoQ +14.85% (+$75.3K) YoY NEW(+$582.3K)
Cerence Inc.(CRNCcusip156727109)	73.3K	QoQ -27.26% (-27.5K) YoY +129.09% (+41.3K)	All Managers (Combined)	$578.7K	0.1% ($578.7K/$966.2M)	QoQ -26.80% (-$212.0K) YoY +14.91% (+$75.1K)